MWS

MFA Wealth Services Portfolio holdings

AUM $151M
1-Year Est. Return 17.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.44M
3
+$1.09M
4
FEMR
Fidelity Enhanced Emerging Markets ETF
FEMR
+$1.04M
5
GLD icon
SPDR Gold Trust
GLD
+$940K

Top Sells

1
+$1.28M
2
+$1.02M
3
+$827K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$808K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$450K

Sector Composition

1 Technology 10.06%
2 Financials 6.34%
3 Healthcare 4.22%
4 Industrials 3.34%
5 Consumer Discretionary 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$444K 0.31%
1,571
+55
77
$434K 0.3%
710
+3
78
$431K 0.3%
4,529
+132
79
$428K 0.3%
1,236
+35
80
$415K 0.29%
3,753
-481
81
$414K 0.29%
680
-136
82
$408K 0.28%
11,476
+298
83
$403K 0.28%
416
+142
84
$391K 0.27%
2,491
+55
85
$372K 0.26%
4,651
+431
86
$368K 0.25%
538
+9
87
$351K 0.24%
2,519
-73
88
$349K 0.24%
5,268
+99
89
$322K 0.22%
4,515
+146
90
$310K 0.21%
1,405
+82
91
$309K 0.21%
1,106
+2
92
$303K 0.21%
6,714
+368
93
$303K 0.21%
2,754
+160
94
$299K 0.21%
907
+43
95
$298K 0.21%
597
+18
96
$298K 0.21%
862
-193
97
$290K 0.2%
1,866
+38
98
$289K 0.2%
5,598
+30
99
$288K 0.2%
3,752
-21
100
$288K 0.2%
+8,417
2 3
4
5 6